Deliverables
Jan 25, 2012
How Many Client Meetings Should a Financial Advisor Have Annually?
How often should financial advisors meet with clients? We’ve done the research and discovered a proactive annual 3-meeting cycle works best to meet the needs of your clients. read more...
Jan 18, 2012
Financial Advisors – Can You Clearly Articulate What You Deliver to Clients?
Defining your “deliverables” helps trusted financial advisors explain the many specific things they offer clients when providing comprehensive financial services. read more...
Sep 01, 2011
The Two Types of Deliverables Team Members
Discussion of Internal and External Deliverables Team Members read more...
Jul 19, 2011
The Values-Based Financial Professional Office Pre-Assessment
Capture thoughts and ideas about the current state of Client services and deliverables, as well as to assess your current support team. read more...
Mar 23, 2010
Complete the “Mental Shift”
How successful financial advisors can make the mind shift and capture what their Ideal Clients want. read more...
Mar 08, 2010
Strangely, Most Experts Avoid Recommendations
Do your Subject Matter Experts provide recommendations, or do they give skilled advice and general (non-specific) counsel? read more...
Feb 28, 2010
The value of a checklist
Why establishing a check-list driven system will unleash comprehensive financial services faster than you will believe possible. read more...
Feb 18, 2010
Advisor: Do I need a signed agreement?
I have a potential Deliverables Team Member who would like to be on our team, but does not want to sign a contract with me. read more...
Nov 08, 2009
Step 3 of 8: Are you able & willing?
8 Steps to Creating a Successful Comprehensive Financial Services Business read more...
Sep 15, 2009
Securities Commision pushes to abolish commissions
The securities regulators have recommended that securities commissions, fees for "assets under managment' and the vast majority of other methods currently used to compensate financial adviosrs be abolished in an admission that investor protection laws are inadequate... read more...
Aug 29, 2009
Recommended for your Practice Management Library
Here are many responses to important issues raised by financial advisors "in the trenches" which can help you offer better service to your clients and run a better practice. read more...
Aug 10, 2009
I "snapped" ten years ago today
This is the ten year anniversary of the day back in August of 1999 I snapped. Seriously, I quite literally broke down and decided to rip up the business model I had built read more...
Aug 05, 2009
I'm adding some cool new stuff.
I'm winding up a project called "Module 8" and can now focus entirely on The TrustedAdvisorToolkit.com™ (TATK) Site... Keep an eye on this blog for some new resources read more...
Jul 19, 2009
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